CompanyCam + Workiz

CompanyCam + Workiz integrations

Manage new Workiz leads by adding them as projects in CompanyCam

Streamline your workflow with this efficient process. Whenever a new lead is added in Workiz, a corresponding project will be created in CompanyCam. This seamless integration helps you manage your leads and projects in one workflow, enhancing your productivity and ensuring no lead goes unattended in your business process.

When this happens...
New LeadTriggers when a new lead is created.
TriggerPolling
automatically do this!
Add ProjectCreates a new project in your account.
ActionWrite

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More things you can do with Workiz and CompanyCam

Discover other triggers and actions you can use with Workiz and CompanyCam

Job Is Done
Triggers when a job is completed and status has changed to Done
Trigger
Polling
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Lead Status Change
Triggers when a lead status is changed
Trigger
Polling
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New Lead
Triggers when a new lead is created.
Trigger
Polling
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- First Name
  Required
- Last name
- Phone Number
- Address
- City
- State
- PostalCode
- Lead start time
- Email address
- Lead source
- Description
- Company
Action
Write
New Document
Triggers when a document is added to a project.
Trigger
Instant
Try It

New Photo
Triggers when a new photo is added to a company project.
Trigger
Instant
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New Project
Triggers when you add a new project.
Trigger
Instant
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- Project ID
  Required
- Checklist Template Id
  Required
Action
Write
- Project ID
  Required
- Project Label
  Required
Action
Write
- Search By
  Required
Action
Search

Job Status Change
Triggers when a job status is changed
Trigger
Polling
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New Job
Triggers when a new job is created.
Trigger
Polling
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- First Name
  Required
- Last name
- Phone
- Address
  Required
- City
  Required
- State
- PostalCode
  Required
- Jobs start time
  Required
- Job Type
  Required
- Service Area
- Email address
- Job source
- JobNotes
- Company
- Phone Ext
- Second Phone
- Second Phone Ext
- Unit
- Job End Date Time
- Client Id
Action
Write
Checklist Completed
Triggers when a checklist is completed.
Trigger
Instant
Try It
- Tags
  Required
Trigger
Instant
Try It
- Labels
  Required
Trigger
Instant
Try It
- Project ID
  Required
- Image URL
  Required
Action
Write
- Project Name
  Required
- Street Address 1
- Street Address 2
- City
- State
- Postal Code
- Unique External ID
- Primary Contact Name
- Primary Contact Email
- Primary Contact Phone Number
Action
Write
- Overwrite Existing Note?
  Required
- Project ID
  Required
- Project Note
  Required
Action
Write
- Search By
  Required
- Project Name
  Required
- Street Address 1
- Street Address 2
- City
- State
- Postal Code
- Unique External ID
- Primary Contact Name
- Primary Contact Email
- Primary Contact Phone Number
Action
Search or write

About CompanyCam

CompanyCam is an app built for contractors and trades professionals to capture and organize important job site information, including photos and documents. Connecting CompanyCam with other software and CRMs allows users to keep tabs on progress and improve their processes.

Learn moreLearn moreHelpHelp

Related categories

Images & Design

About Workiz

Workiz makes it easier than ever for service business owners to run their business, save time, make their team more efficient and their business more profitable.

Learn moreLearn moreHelpHelp

Related categories

Scheduling & Booking

Related Zap Templates

Add new Workiz leads to CompanyCam as projects

Add new Workiz jobs to CompanyCam as projects instantly